A fine IPO performer; they did a good job to ensure that private equity fund involved got cleaned out, so that overhang didn't happen. They just put out a strong report with good international growth. This may be added to an index. Not a cheap stock, but they boast earnings growth and a strong brand. He owns a lot of this.

Retail is a difficult environment, but ATZ has performed the best in terms of operations. Unfortunately, the stock has not done extremely well, partly because a private quality fund involved in the IPO has kept selling; that's capped the stock. And yes, ATZ has hit all its projected numbers. If this were on an American index, the stock would be much higher. Great sales growth with a lot of earnings growth ahead, especially in America. Not a cheap valuation, but has high potential. It's a big holding of his.

Likes it. Semis have done well. This is very cheap with a great balance sheet. Revenues should be ramping up.

Has done very well since the IPO and continue to put up very good numbers. Has exceeded expectations with a long runway ahead. The only caveat is that more free-trading stock will come out, so this has given this stock pause. If and when that happens, this stock will move higher.

Likes it. The only publicly traded storage company. Pricing has risen. They've made accretive acquisitions. Not cheap now and fundamentals need to catch up. Really like this story. Hold for the long term; probably a US company will take them out down the road--at a premium. Lots of growth ahead; not a yield play.

All asset managers are being decimated. This trades at a premium. It no longer trades with the gold price. But he likes this sector, though prefers Sprott's peers like AGF. Now is not a bad time to enter this space.

Likes it. Got out of it a while ago, but has been looking at it again. Revenue was down a lot in the last quarter, but TOY is much more diversified among its products and taking market share from its peers. He'd re-enter if this falls a few more dollars.

Trades at a cheap 10x earnings. Problem is this stock is very illiquid. The biggest shareholder owns 70% (Murray Edwards of CNQ-T). He's accumulated shares over the years. If the Boeing Max 737 comes back, it will boost this stock. The dividend is minimal. A safe stock in the aerospace sector. He sells around $18, trading it around, but it's still a big position for him.

(A Top Pick Jan 23/19, Up 10%) He doesn't own many REITs, but likes this. This is a play on e-commerce. Good managers who have made equity issues and just reported a strong quarter. Online sales continue to grow. WIR has the best distribution centers in the US to capitalize on that growth. A long-term play.

(A Top Pick Jan 23/19, Down 11%) Reported good numbers and still likes it. Trades at discount to its peers. Good valuation, cheap, and the company continues to grow. There's a huge disconnect between oil price and companies, so don't sell any of them.

(A Top Pick Jan 23/19, Up 27%) Only a $90 million cap company. They have underwater vessels that map out the ground underwater for military use. Big contracts with the naby are ramping up revenues from $6.5 million to $39 million in projected 2020 revenues with EPS at 6 cents. It trades at only 10x earnings with strong growth ahead. He's taken some money off the table, but still likes it.

It hasn't done well due to accounting issues. He recommnded it before, but hasn't gone back to this. Too many compliance issues here. He's heard that revenues and contracts look positive. No, he's been burned and avoids this.

They did well, but then missed some quarters. (So has NFI-T.) Margins have dropped in the bus space. He exited 18 months ago. Cities may be holding back on bus orders as they decide on whether to buy e-buses or not. There may be pent-up demand.

He avoids the cannabis space now. (He owned some early on.) The market here is too small here. He's keeping tabs on some names. It's still tax-loss selling now. He needs to see how these companies will be profitable. He'd rather buy the US weed stocks--a bigger market there. Avoid this space.